Product Recommendations for Opportunity
Sales users can view recommended products while working on opportunities. Product recommendations are surfaced based on machine learning model that identifies products that are frequently bought together after analysing past sales. Sales users would benefit from understanding recommended products/services that are likely to be bought. They can recommend products for up-sell or cross-sell based on recommendations generated from machine learning.
Sales users would benefit from understanding recommended products/services that are likely to be bought. They can recommend products for up-sell or cross-sell thus increasing revenue from opportunities.
Steps to Enable
Sales administrator can enable the features using self service onboarding flow for Sales Intelligence features.
- Navigate to Setup and Maintenance > Sales > Intelligence in Sales > Enable Sales Intelligence
- Follow the guided process to evaluate data sufficiency and then enable the feature for Product Recommendation for Opportunity
- Ensure that intended end users have required privilege to view product recommendations
End users should have below privilege to access product recommendations for opportunity
- View Recommended Products
Access Requirements
Sales administrator should have below privileges to access Sales intelligence setup
- Configure Adaptive Intelligence for Sales
- Generate Sales Intelligence Features Data Sufficiency Report
End users should have below privilege to access product recommendations for opportunity
- View Recommended Products